Planning company goals
Many organizations spend time and resources to set objectives that then guide their work only to have them go stale. With Goals in Asana, you have a single source of truth about what your goals are and they're tied to the work to achieve them. Follow along to learn how.
If your org doesn't yet set objectives and key results, start with our goal planning ebook to help you learn the framework and try it out.
What are objectives and key results (OKRs)?
From org to org, these concepts might differ, so here's how you can think of them in Asana. OKRs are a two-part approach to setting and measuring goals comprised of objectives and key results (KRs). An objective answers the question, "where are we going?" and KRs make it clear if you got there or not. Together they form the basis for the Goals feature.
For example, if your objective is "earn customer loyalty" your key results to measure if you hit it could be:
- Hit annual recurring revenue target
- Achieve an NPS score of 40
- Publish 20 case studies in key segments
In Asana, that would mean "earn customer loyalty" is your main goal, with the key results being sub-goals of it.
How does the Goals feature fit in with work in Asana?
Organizations work best when everyone has clarity on the mission, goals, and the day-to-day work needed to achieve them. With Asana, you have clarity down to a subtask assigned to a new intern up to an objective the CEO takes responsibility for.
Most teams start with tasks and projects to manage their work. When you have enough projects, adding them to a portfolio gives you a real-time view of what's happening across top initiatives. With the addition of Goals, orgs now have a single system to set their objectives and manage all the work needed to hit them—something that's nearly impossible without Asana.
How do you set and track goals in Asana?
Creating a goal is kind of like creating a task. Start by answering these questions:
- Am I setting a company-wide goal, or just for my team? → Use the headers Company goals and Team goals to select your organization or a particular team. Your goal will be visible to everyone in the company or on that team. To view the goals you own, navigate to My goals.
- Who is ultimately responsible for the goal being achieved? Is there a deadline? → You'll assign the goal to a teammate and assign it a time period. Time periods can be customized to your organization's fiscal year by your Asana Admin through the Admin Console.
- How will you track progress on your goals? → When creating a goal, you can select your preferred "update method". Automatic progress will be calculated from sub-goals or projects (added on the goal’s detail page after creation). For manual goals, add a progress metric to show the % complete, dollar amount reached, or an objective yes/no if it's complete.
- How will you measure if you hit your goal? → Click into the goal and add sub-goals or projects that represent your key results. Sub-goals can also have assignees, deadlines, and be set up to be measured automatically.
- Add new Goals using the + sign
Struggling to answer these questions? Don't worry. Our goals methodology framework can help you figure it out.
More tips for using Goals
- Anyone who owns a goal should update its status regularly. Set up a recurring task so you don't forget.
- To get status updates on the work that ladders up to the goal, rely on project status updates. By creating a portfolio of all the projects that contribute to your goal, you can see real-time updates across each project in one place.
- Goals should be org-wide or by team. For personal individual goals, rely on private goals that you can view in your My goals and link them to 1:1 projects to share with managers or teammates. Go more in-depth with our guide article on Getting started with Goals.
Go more in-depth with our feature focus page in the Help section.
Additional goal-planning resources
|Resources for creating a company goals and objectives project||Link|
|Asana-created template||Use template|
|An online course||Register for Asana Academy|
|Case study||See how Car Next Door drives better alignment with OKR tracking in Asana|
|Ebook||Get Asana's framework for setting and measuring objectives, key results, and our approach to goals in general.|
What if I don't have the Goals feature?
Goals are available to customers on a Business plan. Not your team? You can still track goals in an Asana project by assigning each goal as a task and telling the owner to provide regular updates as comments that can even be rounded up into a periodic status update. Get started with our company goals and objectives project template that has more tips for you.
Setting and tracking goals with Asana can help boost team and individual performance, while ensuring your organization is focused on priorities to drive the results you want.